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Steel Grove Capital Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Steel Grove Capital Advisors’s Portfolio SPY Stock Details SPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-30,000
Closed -$17.6M – 192
2024
Q4 		$17.6M Buy
+30,000
New +$17.7M 2.42% 7

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PAI
Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Steel Grove Capital Advisors's SPY Position: Q2 2026 in Review

Steel Grove Capital Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.17% in Q2 2026, buying an estimated $6.53K and bringing the position to 5,397 shares worth $4.03M. The position accounts for 0.38% of the portfolio, ranked #27.

Steel Grove Capital Advisors first reported a position in SPY in Q2 2013 and has held it in 50 quarters since. The position peaked at $12.4M in Q4 2018. 2,877 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Steel Grove Capital Advisors held 5,397 shares of State Street SPDR S&P 500 ETF Trust worth $4.03M as of Q2 2026.
  • Steel Grove Capital Advisors bought 9 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $6.53K.
  • State Street SPDR S&P 500 ETF Trust made up 0.38% of Steel Grove Capital Advisors's portfolio in Q2 2026, its #27 holding.
  • Steel Grove Capital Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 50 quarters since.
  • Steel Grove Capital Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $12.4M in Q4 2018.
  • 2,877 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.